CoverProfile

Don Phelan

Associate Vice President - Investments

Williamson Legacy Group

United States, Indiana, Indianapolis

About Me

Don began his financial services career at A.G. Edwards in 2005, a “second career” for him after working in sales and marketing in the telecommunications industry for nearly 20 years. Don holds the following designations from the College for Financial Planning: Accredited Asset Management Specialist (AAMS) and Accredited Domestic Partner Advisor (ADPA). He joined the Williamson Legacy Group of Wells Fargo Advisors in 2017. Don is a graduate of DePauw University, and he completed MBA graduate coursework at the University of Indianapolis. While at DePauw, Don met his wife, Maurie, and they have been married for over 41 years. They have two children; daughter Kari (Matt) Kozlowski of Ha

View more

Profile Information

Associate Vice President - Investments

Williamson Legacy Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Indianapolis

Indiana

United States

Aug 28, 2025

More profiles to browse

Profile Photo
Ben Hecht
Financial Advisor and Investment Advisor Representative
OW
Owen Williamson
Investment Advisor Representative and Financial Advisor
Profile Photo
Joe Williamson
Chief Executive Officer
JM
Jeanette McCormick
Investment Advisor Representative

You Might Like

MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services